facebook_pixel

the first annual planner designed for the specific needs of a real estate agent

An all-in-one day planner created specifically to meet the needs of Realtors that includes goal setting, accountability & prospecting

Ultimate Agent Planner

There is no app or software on the the market specific to real estate agents that truly takes the place of a physical planner that keeps you on track & accountable on a daily basis. Not to mention the psychology of writing down, tracking and viewing your goals daily. This is exactly where the Ultimate Agent Planner® comes in – this planner is designed to help you create your 1, 3, and 5 year goals, build a road-map to hit your target, and because you are writing everything down you will be better able to hold yourself accountable.

Part Annual Planner, Part Guided Journal, Part Goal Tracker . . .

Inner Pages:

  • Goal planning guide – brainstorm, define and set specific, attainable goals for your 5, 3 and 1 year goals.
  • Weekly layouts – (Monday – Sunday) that run from January 2017 – December 2017.
  • Annual and monthly overview calendars
  • Weekly recap – a guided reflection of your accomplishments, prospecting and other areas that you want to improve.
  • Monthly Outlook – this is the big sister to the weekly recap, geared towards helping you plan out your month. Oh – and we have also included a monthly challenge. Your business will grow quickly when you get out of your comfort zone.
  • Annual Lookback – this is the year-end review, and the prerequisite for planning for 2017.
  • Daily Priorities – 1-2-3! Every single night you need to plan the following day’s top priorities. This helps you mentally prepare for the next day.

Weekly Layout:

  • Monday – Sunday appointment calendar broken down into hour blocks.
  • Must-Do-Quick List – this is a list of non-income generating activities, things that you need to do in order to grow your business.
  • Pipeline At-A-Glance – If you truly want to grow your business you need to know where your clients are in your sales process.
  • Prospect Tracker – This is your daily reminder that touch points are to be done Every. Single. Day.
  • Expense & Mileage tracker – This is a no-brainer. You already know that you need to keep track of every single dollar that you spend.

Planner Specs

  • Cover  Durable, textured moleskin material, soft but still very resilient. *Animal & Vegan friendly, to boot!
  • Interior Pages – (100gsm Paper weight) Smooth, high quality matte paper. Medium thickness that works well with pencils, pens (ball point & felt tip), high-lighters and even sharpies. We like to call it sleek & sexy!
  • Size – It’s big, baby! *but not too big* US Letter Size (that means 8.5X11 inches).
  • Daily Use – 256 pages of motivation, accountability & some serious organization. Plus, it opens and lays flat.
  • Interior Pocket – Located on the back interior cover, perfect for loose papers, MLS print outs, receipts, etc.

Take a Peek Inside

Browse our Ultimate Agent Planner® Collection